Client Service Specialist - Financial Planning

Kansas Financial Resources Inc.; Topeka (KS); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Retirement plan

Professional development and industry-

Advancement opportunities

Job summary

Kansas Financial Resources Inc. is seeking a Client Service Representative to support advisors and clients with service, scheduling, investments, and insurance tasks.

The role involves onboarding new clients, preparing reports, and maintaining client records with a proactive service mindset. You will be the first point of contact for clients, requiring a professional, welcoming demeanor and strong communication.

Qualifications

• Strong communication skills with clients by phone, email, and in person.
• Excellent organizational skills and attention to detail.
• Ability to multitask and adapt to changing priorities.
• Willingness to learn financial planning concepts and processes.
• Comfort with using technology and learning new software.

Responsibilities

• Serve as primary point of contact for day-to-day client service needs and coordinate requests with team members.
• Assist with investment account opening, transfers, distributions, and ongoing servicing, and onboarding of new clients.
• Assist with life and disability insurance and ongoing policy service.
• Coordinate scheduling and client review meetings for the lead advisor, including preparation of reports and materials.
• Track follow-up items and ensure requests are completed.
• Provide support to advisors and client service leaders using firm systems.

Skills

Communication

Organizational skills

Multitasking

Client service

Technology aptitude

Tools

CRM software

Job description

Kansas Financial Resources Inc. is seeking a Client Service Representative to support advisors and clients with service, scheduling, investments, and insurance tasks.

The role involves onboarding new clients, preparing reports, and maintaining client records with a proactive service mindset. You will be the first point of contact for clients, requiring a professional, welcoming demeanor and strong communication.